Quantum Mutual Fund offers one of India's most trusted and diversified investment platforms, with 46 active schemes spanning Equity, Hybrid, Commodities categories - making it a strong fit for retirement-focused investors at every stage of their jour... Quantum Mutual Fund offers one of India's most trusted and diversified investment platforms, with 46 active schemes spanning Equity, Hybrid, Commodities categories - making it a strong fit for retirement-focused investors at every stage of their journey. The Quantum Value Fund Regular-Growth leads the fund house with the highest AUM at ₹1,018.41 Cr, a testament to the scale of investor confidence it commands. For those building a retirement corpus, Quantum Gold Fund stands out with 5-year returns of 24.87% and a long-term track record of 17.09% over 10 years - well-suited for wealth preservation goals. The Quantum Gold Fund, with AUM of ₹1,018.41 Cr and 10-year returns of 17.09%, is specifically designed for post-retirement income needs. With an average expense ratio of 0.89% across all schemes, Quantum Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers. Read more
The core objective of Quantum Mutual Fund is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of Equity, Hybrid, Commodities schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
Quantum Mutual Fund features a diverse lineup of 46 active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is Quantum Value Fund Regular-Growth, which leads with Assets Under Management (AUM) of ₹1,018.41 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from Quantum Mutual Fund based on historical returns include:
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the Quantum Mutual Fund portfolio are:
For long-term wealth accumulation over a 7 to 20-year horizon, the top-performing funds from Quantum Mutual Fund include:
Across the active lineup of Quantum Mutual Fund, the cost structure varies significantly depending on the scheme category:
Feel free to adjust as you wish
Current household spend would be used to estimate the monthly expense post retirement..
Did you know that IIM Ahmedabad fees has increased from 15.5 L in 2015 to 27.5 L in 2025 - 5.4% annualised change!
We have assumed 6% increase in fees every year
The big Fat Indian wedding is constantly evolving with newer themes and a shift towards more experiential weddings
We have assumed 10% increase in wedding expense every year
International getaways are getting common but they don't come cheap!
We have assumed 6% inflation rate on travel
Real estate has been a key interest area for many investors which has led to sharp rise in prices in the recent times
We have assumed 8% annual increase in real estate prices
Cost of medical treatment and healthcare services is rising at a rapid pace with advancement in medical technology
We have assumed 12% annual increase for any medical emergencies
Did you know a Honda city costed 8 Lakhs in 2002 is now priced at 18 L (~4% annualised change)!
We have assumed a 5% annual inflation on these spends, you may want to buy a new car or plan a holiday etc.
Inflation is how prices of goods and services rise over time, meaning your money buys less than before. Simply put, things get more expensive each year
/month invested for next years @12% CAGR would yield
Your current savings saved for next years @ % would yield
Your total corpus would be + =